Safeco Insurance Using Disaster Recovery and Business Continuity Planning to Drive Virtualization in the Production Datacenter

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1 Safeco Insurance Using Disaster Recovery and Business Continuity Planning to Drive Virtualization in the Production Datacenter Rob Hopps IT Manager Ansar Khalil Sr. Systems Analyst

2 Agenda About us Pre Business Continuity Program (BCP) snapshot BCP and the VMware value proposition Building the case for VMware at Safeco Designing and implementing our VMware solution Delivering BCP results Optimizing our VMware investment now and into the future Questions

3 Who is Safeco? Our business & organization - Four operating segments: Safeco Personal Insurance, Safeco Business Insurance, Surety, and Property and Casualty Other The company markets its products primarily to drivers, home owners, and small- and mid-sized businesses through independent agents and brokers Safeco Corporation was founded in 1923 and is headquartered in Seattle, Washington Our technology environment - Multi-platform, multi-tier applications Revenue generating systems Availability/Recoverability 1600 Wintel Servers, 10,000 desktops Dual data centers Multiple environments (Dev, Lab, Prod)

4 Pre-BCP Snap Shot Limited BCP programs- Infrastructure only (Before 2004)- RTO 72 hours Tape Recovery No second data center for Recovery Proof of concept pilot for vmware

5 BCP Drivers Disaster Recovery Journal estimates that 1 out of 500 data centers will have a major outage each year Gartner estimates that 80% of all data centers will have one major event every 5 years 20 year survey of Fortune 500 crisis readiness by University of Southern California s Center for Crisis Management (July 2003) - 2 conclusions: Incidents of intentional damage to corporate assets has risen markedly over the past 10 years Between percent of Fortune 500 companies are not prepared to respond to a new type of crisis Business Drivers for Safeco Business Impact Analysis (BIA) Completed late 2004 Sarbanes-Oxley (Sox) No Disaster Recovery Program

6 Requirements for Disaster Recovery 1st- RTO - Recover all vital & Critical Apps within 72 hours with 24 hours of data loss by June of nd- RTO - Recovery all vital & Critical Apps within 24 hours with 4 hours of data loss by December 2006 High availability Highly automated Recoverability without regular support staff Support 100% of Production Load Cost effective Timeline of one year

7 Applications at Safeco Over 850 Apps- various nature (Mainframe and Distributed) 200 vital & Critical (Example: Q & I, CVO, ) 250 Important & Essential (Example: FileServers, Internal dept. web sites) Never attempted Recovery Before

8 The VMware Value Proposition Server Consolidation Pilot program-june 2004 Familiarization Proof of concept- 32 vms on 3 hosts Recoverability- Timing with BCP Reducing program costs Automate and simplify recovery

9 Building the Case for VMware at Safeco cdat (Performance Data Collection tool) study & Analysis 70% of vital & Critical systems were less then %5 utilized Recommendation Gaining executive support-present Analysis & Recommendation Present to BCP project Management Present to the 2nd level management Present to the Directors (Apps, IT, BCP) Gaining developer and application owner support- Info Exchanges Q & A and 1 on 1 sessions Provide a solid Test Environment Test Apps and Document the Results

10 Example of App Performance After Migration to VM CVO-Claims virtual office 4.5 hours per user for the first two days Other Benefits achieved Clone & deploy new servers in minutes then Months Recovery High availability

11 Designing and Implementing Our VMware Solution Create a technical design Resources Research Test-SRDF-A over FCIP & SAN to SAN Bake off Functional and system requirements Applications on stand alone servers Migrate data to SAN Aligning requirements with VMware capabilities No performance impact No application reconfiguration Automated Recovery

12 Challenges IP addresses P2V migrations Short Timeframe Staffing Level Resource Constraints for app validation Two physical locations New hardware platform - (IBM 366, SAN, SRDF-A) Virtual Center Farm Naming Convention Performance Monitoring On going Education - (Support staff & customers)

13 Implementation Plan Create a Implementation plan Determine the number of Servers to Migrate Select a good P2V tool Create Pre& Post P2V Checklist Align Resources Create & Communicate migration schedule Follow up with the customer after the migration Monitor the ESX Server Environment Closely Have a good Back out plan

14 CVO Performance in VM CVO-Claims virtual office 4.5 hours per user for the first two days Other Benefits achieved Clone & deploy new servers in minutes then Months Recovery High availability

15 Over All BCP Design

16 VMware ESX Design

17 Asynchronous Replication

18 How Testing is Conducted Isolate Recovery Site from the Primary Site Take a snap Copy data at Recover Run script to attach luns to the ESX Server Scan Luns on All ESX Host Servers- Copy vmx files from the Virtual Center server to each ESX host Register VMX files Power on vm guest

19 Delivering BCP Results BCP Achievements First goal exceeded expectations by 36 hours Server infrastructure recovered in 4.5 hours Saved $$$ in hardware cost and software licenses Projected recovery times P2V migrations 100% successful Recovery 100% success

20 Optimizing Safeco s VMware Investment Virtualization Strategy Strategic goals/executive summary Consolidation targets Cost model Demand management Metric reporting

21 Questions? Open Q&A Contacts: Rob Hopps Ansar Khalil

22 Presentation Download Please remember to complete your session evaluation form and return it to the room monitors as you exit the session The presentation for this session can be downloaded at Enter the following to download (case-sensitive): Username: cbv_rep Password: cbvfor9v9r

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